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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,713 | $103,393-65.5% | $87,103-59.0% | $152,909-76.6% |
| Participation rate | 58.3% | 79.4%-21.0pp | 76.9%-18.5pp | 82.5%-24.1pp |
| Annual return | 17.96% | 28.10%-10.1pp | 28.19%-10.2pp | 345.46%-327.5pp |
| Employer contribution / active EE | $766 | $3,221-76.2% | $2,521-69.6% | $4,764-83.9% |
| Participant deferral / active EE | $766 | $4,778-84.0% | $4,049-81.1% | $5,851-86.9% |
| Admin fee / account holder | $2,257 | $12,195-81.5% | $7,491-69.9% | $11,601-80.5% |